⁠The All-In Podcast
All-In Summit: John Mearsheimer Explains the China Threat

@MearsheimerJ from All-In Summit 2024:

"I'm fully in favor of containing China."

"With regard to Russia, I don't think Russia is a serious threat to the United States."

"And indeed I think the United States should have good relations with Putin."

"It's a remarkably foolish policy to push him into the arms of the Chinese."

"There are three great powers in the system, the US, China, and Russia."

"China is a peer competitor to the United States. It's the most serious threat to the United States."

"Russia is the weakest of those three great powers, and it's not a serious threat to us."

"If you are playing balance of power politics, and you're interested as the United States in containing China, you want Russia on your side of the ledger."

"But what we have done in effect is we have pushed Russia into the arms of the Chinese."

"This is a remarkably foolish policy, and furthermore, by getting bogged down in Ukraine and now bogged down in the Middle East, it's become very difficult for us to pivot to Asia to deal with China, which is the principle threat that we face."

This is from an incredible panel with John Mearsheimer and Jeffrey Sachs at last year's All-In Summit.

Apply for tickets to 2025: https://t.co/AWcgvLf2yZ
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⁠Finding Compounders
Want to learn on how exactly ROIC is beneficial by comparing two companies?

Check out my free newsletter

Link is in my bio https://t.co/Sf0YA91BKG
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⁠The Kobeissi Letter
BREAKING: China is raising tariffs on U.S. goods from 84% to 125%.
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⁠Capital Employed
45 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇

https://t.co/WgaCiGeWh9 https://t.co/GfFNUzsvaL
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⁠Finding Compounders
Seth Klarman explains why he is critical of indexing

What are your thoughts ? https://t.co/zqgzT1Mosi
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⁠Dimitry Nakhla | Babylon Capital®
Happy to be back. https://t.co/fH7qGRQUKi
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⁠The Kobeissi Letter
BREAKING: March PPI inflation FALLS to 2.7%, below expectations of 3.3%.

Core PPI inflation FALLS to 3.3%, below expectations of 3.6%.

We just saw the first month-over-month decline in PPI inflation, down -0.4%, since March 2024.

Both CPI and PPI inflation are down SHARPLY.
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⁠The Kobeissi Letter
On today's episode of the basis trade collapse:

Another +10 basis points for the 10Y Note Yield today.

Do we see 5.00% before the end of April? https://t.co/mrtzk7nsYm
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⁠The Kobeissi Letter
BREAKING: President Trump says "we are doing really well on our tariff policy." https://t.co/1Zk6Acj0m5
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⁠Dimitry Nakhla | Babylon Capital®
This past weekend, I shared some thoughts with my investors at Babylon Capital® suggesting the current market decline appears to represent a long-term buying opportunity

Part 2: “All Past Declines Look Like an Opportunity, all Future Declines Look Like a Risk” — Morgan Housel

Part 3: “Don’t Trust the Headlines — They Often Mislead & Play on Your Emotions”
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Many investors reached out and we took advantage of Monday morning’s dip

Could prices drop more from those lows?

Of course. But we’re not here to catch the absolute bottom—instead, our focus is on acquiring the world’s best businesses during moments of peak fear and pessimism
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